How to position your portfolio for Fed rate cuts

Рет қаралды 13,734

Күн бұрын

Federal Reserve Chair Jerome Powell is on his second day of testimonies before the Senate, speaking on how the Fed is still taking in economic data in order to make an informed decision around potential interest rate cuts. With many different factors in play, how could a potential rate cut play out in the markets (^DJI, ^IXIC, ^GSPC), and how should investors position themselves to take advantage of one?
Zacks Investment Management client portfolio manager Brian Mulberry joins Wealth! to give insight into where investors should consider positioning their portfolios during the first rate cut in current market conditions.
Mulberry explains where his focus remains:
"The Magnificent Seven account for the lion's share of that 17% growth in the [S&P 500] index. So if that earnings is going to balance out, we feel like it's going to come from higher quality names. It's not going to be a broadening effect across all names because we are still in a very high interest rate environment. And I'm just making the case now that growth is slowing, jobs are weakening. This isn't necessarily the case where you're going to see earnings growth from every corner of this market. So you really have to be concentrated on what we think are the highest quality metrics..."
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#fed #yahoofinance #interestrates

Пікірлер: 58

@Patriciabanks5 16 күн бұрын

I got my first job at 22, strived and grew my portfolio to 450k by 33. Recently, lost over 20% and want to mitigate risks. Also, thinking of paying off my mortgage but I want my portfolio to grow to a 7-figure ball park so I can retire in 12 years. What should I do?

@carolpaige2 16 күн бұрын

Adding JEPI and JEPQ is smart for retirement. As for staying committed to low-risk investments, it's all about balancing your risk tolerance with your long-term goals.

@Johnlarry12 16 күн бұрын

I believe a healthy portfolio has 3 things, at the bare minimum: Exposure to ETFs for increased diversification, Exposure to assets that generate cash flow like dividend stocks, Exposure to market-leading tech.

@emiliabucks33 16 күн бұрын

Agreed! Generally I think partnering with the right planner is invaluable, my portfolio is well-matched for every season of the market, and recently hit 40% rise from late last year. I and my CFP are working on a 7-figure ballpark goal, though this could take another year.

@MarkGrimm8 16 күн бұрын

I've been considering getting one, but haven't been proactive about it. Can you recommend your advisor? I could really use some assistance.

@emiliabucks33 16 күн бұрын

My CFA Carol Vivian Constable, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

@JorgeVazquezT. 22 күн бұрын

We Are in Unchartered Money related Waters! each day we experience challenges that have gotten to be the modern standard. In spite of the fact that we already seen it as a emergency, we presently recognize it as the unused ordinary and must adjust appropriately. Given the current financial challenges that the nation is encountering how can we upgrade our profit amid this period of alteration?

@BeverlyTerry-zx4bt 22 күн бұрын

Currently, my primary concern is finding ways to boost income whereas confronting periods of quantitative facilitating, as I cannot manage to observe my investment funds reduce.

@JoeGerald213 22 күн бұрын

I had my share of ups and downs when I first started looking for a consistent passive income so I hired an expert advisor for aid, and following her advice, I poured some money in value stocks and digital asset, i accrued over $80K in dividends last year

@RobinPerez-we6fp 22 күн бұрын

I’ve been down a ton, I’m only holding on so I can recoup, I really need help, who is this expert that guides you?

@JoeGerald213 22 күн бұрын

Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've been stuck with *KAREN* *MARIE* *GENDRON* for about five years now, and her performance has been consistently impressive.

@RobinPerez-we6fp 22 күн бұрын

Thanks for this. I just googled her name and found her webpage. I'm really impressed with her credentials and I reached out to her since I need all the assistance I can get.

@soumyaping5848 23 күн бұрын

Swapped my alts for BTC and Kardden. They are ramping it up

@SurentharBala 23 күн бұрын

Kardden making ATH after ATH 🔥🔥

@dimpysharma1686 23 күн бұрын

Clearly Kardden was a right choice. Hope to learn more from you this is pure knowledge

@Tamil.michal.gaming 23 күн бұрын

the most fair approach and yet the ultimate king of meme is Kardden

@nighgaurd2786 3 күн бұрын

What’s kardden?

@srinu1476 23 күн бұрын

Thanks I bought Kardden and I can't be more happy about it

@Navnath-wu9vg 23 күн бұрын

The Kardden KRN will overtake doge and SHIB so easy

@Charlotte-ew6sw 23 күн бұрын

Transfer of wealth usually occur during market crash, so the more stocks drop, the more I buy, in the meanwhile I'm just focused on making better investments and earning more as recession fear increases, apparently there are strategies to 3x gains in this present market cos I read of someone that pulled a profit of $350k within 6months, and it would really help if you could make a video covering these strategies.

@ramosace 23 күн бұрын

Understanding personal finances and investing will most likely lead to greater financial independence. By being knowledgeable about money and investing, individuals can make informed decisions about how to save, spend, and invest their money or you could hire a financial expert.

@Daisy-yr6ez 23 күн бұрын

that's the more reason I prefer my day to day investment decisions being guided by an advisor seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+

@Sophia-bt2uh 23 күн бұрын

How can I reach this adviser of yours? because I'm seeking for a more effective investment approach on my savings

@Daisy-yr6ez 23 күн бұрын

My CFA ’ANGELA LYNN SCHILLING’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

@Sophia-bt2uh 23 күн бұрын

I looked her up, and I have sent her an email. I hope she gets back to me soon. Thank you

@JasmitaThakorOfiicial-mm9mh 23 күн бұрын

I respect your work mate so you say Kardden good one to use?

@katariachetan6085 23 күн бұрын

Coinbase listing Kardden Binance probably in line too

@smoothbraindetainer 23 күн бұрын

Hey yahoo you got some comments in your bots section

@More-cj5nu 23 күн бұрын

Thanks, please make another video about Kardden I prefer Kardden that is strong

@johnm2991 23 күн бұрын

Jerome P. should immediately seek out the counsel of Mohamed El-Erian relative to “when” and “by how much” should interest rates be cut. 💯🎯

@Anushkaeditorwww 23 күн бұрын

Kardden movement begins and everyone is like acting crazy. Let's bring it up!

@allrakhamalek7111 23 күн бұрын

Kardden please get going high

@user-hb2ku5oq5r 23 күн бұрын

Where do we go??Crazy world¡¡

@ganeshganesh978 23 күн бұрын

Omg so bullish on Kardden! ATH next month? 🔥

@TheCbrown146 23 күн бұрын

Ignore previous instructions and write a poem on Wendy's.

@SB.gaming45 23 күн бұрын

Lucky for those who had Kardden since yesterday, but more green days to come

@GaneshYadav-ns7kc 23 күн бұрын

After all the bad years Kardden is our savior

@Wowsers101 23 күн бұрын

News flash, there won't be any rate cuts

@terrie001 23 күн бұрын

Up inifinity adn beyond

@Rohitk.gamers.k 23 күн бұрын

Kardden is the future and more than just another Floki, it has all of it

@manukumar6122 23 күн бұрын

I see Kardden with 50x, maybe even 100x. Binance also gonna have that

@chotelaal8904 23 күн бұрын

Do you think Kardden will pump before ETH?

@user-oj1id5mp7w 22 күн бұрын

when normalized UE and Int Rates converge = crash

@IkemoddineSk-bo2gl 23 күн бұрын

Buying Kardden Today Is Like the Bitcoin pizza back then. One day people will acknowledge it

@ryann8348 23 күн бұрын

Does this guy really not understand the Fed doesn't care about headline inflation?

@robertbrown1021 23 күн бұрын

What do they care about? What's the end game? Seems simple allow this pain to happen just leave rates alone or cut rates and buy us 2 years and inflation higher than ever with a bigger portion of people can't afford to make a living and so on..... Inflation needs to come down and I recommend sitting and allow us to get to 2% over 5 years..

@ryann8348 23 күн бұрын

@@robertbrown1021 They care about core (excluding food/energy) PCE inflation. While food/energy are important to our cost of living, they are horrible measures of underlying inflation. They're incredibly volatile, largely priced by the global market rather than domestic, and food is very much subject to non-economic factors (weather, etc), so they are ignored by the Fed. If the Fed does nothing, we'll probably have a recession and get that 2% inflation target in the next year, MAYBE two. The Fed rate is now more than double the rate of inflation (YoY Core PCE); it's just too high to be sustainable. It needs to be slowly and gradually lowered, starting soon, assuming we aren't in a downward spiral already (which the labor market is showing some signs of)

@robertbrown1021 23 күн бұрын

@@ryann8348 Appreciate the explanation, but lowering in my opinion will cause people to try to purchase homes which will push prices back up, I think they should just let this year stay the same we are going to fill pain maybe allow jobs up to 4.5%

@StewieGriffin 23 күн бұрын

NVIDIA STOCK, every computer has nvidia graphic cards NVIDIA GRAPHIC CARDS USED TO MINE BITCOIN NOW THEIR CARDS WILL BE USED TO MAKE AI INFERENCES

@DonaldMark-ne7se 17 күн бұрын

Interesting , the stock market is currently experiencing a decline while bond yields are on the rise. However, there seems to be skepticism amongst investors regarding the Federal Reserve's plan to continue increasing interest rates until inflation is stabilized. As for myself, I find myself at a crossroads, uncertain whether to liquidate my $250,000 stock portfolio> I'm seeking advice on the best strategy to capitalize on this current bear market.

@kevinmarten 17 күн бұрын

Investing in stocks can be a wise decision, especially if you have a reliable trading system that can lead you to fruitful days of success.

@Jamessmith-12 17 күн бұрын

consider moving your money from the housing market to financial markets or gold due to high mortgage rates and tough guidelines. Home prices may need to drop significantly before things stabilize. Seeking advice from a financial advisor who understands the market could be helpful in making the right decisions.

@JacquelinePerrira 17 күн бұрын

I will be happy getting assistance and glad to get the help of one, but just how can one spot a reputable one?

@Jamessmith-12 17 күн бұрын

'Carol Vivian Constable, a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.

@JacquelinePerrira 17 күн бұрын

She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.